Abbot Financial Management, Inc
● SEC registered since 1983CRD 111040SEC# 801-19944Andover, MA
Reg. AUM
$358.9M
Employees
4
Accounts
534
Location
Andover, MA
About Abbot Financial Management
Abbot Financial Management is a privately owned, independent fee-only asset manager serving individuals, families, corporations, retirement plans, and foundations since 1983. It seeks consistent returns from high-quality stock and bond portfolios while protecting assets and growing principal within each client's risk parameters. Strategies include core dividend equity, focused growth, global equity, and fixed income.
Summary based on the firm’s website.
Abbot Financial Management, Inc assets under management
Abbot Financial Management, Inc is an SEC-registered investment adviser based in Andover, MA. The firm has been registered since 1983. It reports $358.9 million in regulatory assets under management and employs 4 people.
Abbot Financial Management, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Novelline Control | President And Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Abbot Financial Management, Inc manage?
Abbot Financial Management, Inc reports $358.9 million in regulatory assets under management on its Form ADV.
How many employees does Abbot Financial Management, Inc have?
Abbot Financial Management, Inc reports 4 employees.
Where is Abbot Financial Management, Inc located?
Abbot Financial Management, Inc is based in Andover, MA and has been SEC-registered since 1983.
Does Abbot Financial Management, Inc disclose fund performance?
Abbot Financial Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 63 Park Street, Suite 202, Andover, MA 01810 |
| Phone | (978) 688-9010 |
| Fax | (978) 688-0090 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1714341 |
| Discloses disciplinary history | No |
Regulatory AUM
$358.9M▲ 31%
Jul '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$358.9Mregulatory AUM
Discretionary $358.9M